IKE, you only speak about the good side of the USD weakness,
but there is also a bad side of the USD weakness, and you should know it and tell it to the thread, in order to make a balance statement
about the possibles outcomes for the markets in general.
For example, and i want to put it very clear, this is just my opinion, the weakness in the USD if it goes down the 130 yen level, will for sure put alot of pronblems to the japan economy, and of course to the Nikkei, due to expanded asset deflation in Japan. That would cause a serious damage to the Japan economy,If the usd/yen goes down the 130 level we will see the Nikkei in real trouble, and after that , the Banks and after that you all now what will follow. the US will be afected for sure.
So, in my opinion, the weakness of the us dollar also has its dangerous consequences. Just my two cents.
And becarefull, the crisis in Russia is most serious than mere trade.
The Russia losses are going to spread over the Eastern Europe, and also is going to spill over into Latin America within months, and may seriously impact the EURO next year.
So i am not quite sure about your positive outlook right now, we must be very carefull, we are dealing with an animal that maybe most of us we never deal with in our entire life, be carefull, that's my advice.
We can no be Bulls forever, we must remain alerts.
Take care.
juan Jose. |
